RecruitukLtd Salary: £30,000 - £45,000
We are working with an award winning London City based, IFA that offers independent advice and wealth management to companies and individuals. They advise on a range of financial matters including; Investment, Financial planning and retirement, Mortgage and tax planning. Their values are Integrity, Transparency and Honesty and they have developed a loyal client bank due to their client care and professionalism.
They are on the lookout for an experienced and qualified paraplanner to join their team. The role will see you working alongside their Financial planners to ensure that the highest level of client care is maintained. The job role will involve obtaining quotations and valuations, carry out research and cash forecasts, report writing, preparation of recommendations and client documents ready for review.
Their ideal candidate will be level 4 qualified with around 4 years paraplanning experience; though they will consider someone who is one exam away from level 4 but has lots of experience. They really want to bring in someone who is ambitious and has the desire to further themselves by taking more qualifications, all of which will be fully supported.
Their existing team is a relatively small team, who all have drive, passion and ambition and it’s imperative that the individual that joins them is as passionate, driven and ambitious otherwise they won’t fit in. Within this business, Client is Key!
Should this role be of interest and you wish to find out more or apply, please contact Louise Sheppard on 0117-9450-450 and quote reference 10850